Planner

Inheritance Planner

A clear, practical planner that gathers your estate, wishes and paperwork in one place.

Get this planner

What's inside

What you'll find in these pages.

A clear, practical planner that gathers your estate, wishes and paperwork in one place.

This isn't a blank notebook. It's a structured guide with prompts, trackers and room to think, built for someone who's been around long enough to have something worth writing down.

Instant PDF download. Print it or use it on a tablet. Yours for life.

01
Asset inventory
02
property details
03
bank and investment accounts
04
pension information
05
insurance policies
06
digital assets and passwords
07
will and executor details
08
funeral wishes
09
personal property distribution
10
letter to loved ones
11
important contacts
12
document checklist

Who it's for

Built for the second half.

Every Prime Life Labs journal is written for men and women over fifty. The prompts assume you've lived enough to have something worth saying, and that the years ahead deserve as much thought as the ones behind you.

No generic self-help filler, no empty pages. Just focused, practical prompts that get you thinking and keep you honest.

Yours for life.

Instant PDF download. Print it, fill it in, and come back to it whenever you need.

£19 one-time · yours for life

Buy the Inheritance

Secure checkout via Stripe. Instant download.